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Funds Holding PPTY

On this page, we present all of the funds holding PPTY from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding PPTY, with a link to that fund's top holdings. The next columns indicate the amount of PPTY stock held by each of the funds holding PPTY, followed by the PPTY position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 21 funds holding PPTY within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Ronald Blue Trust Inc.. For more details on the positions held by Ronald Blue Trust Inc. (or by any of the other funds holding PPTY), click the fund name in the "Holder" column of the funds-holding-PPTY table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Ronald Blue Trust Inc.3,258,504$98,570 12/31/2023
     PPTY3,258,504$98,570 12/31/2023
TAP Consulting LLC169,349$5,136 03/31/2024
     PPTY169,349$5,136 03/31/2024
Vident Advisory LLC73,810$2,233 12/31/2023
     PPTY73,810$2,233 12/31/2023
Morgan Stanley63,209$1,912 12/31/2023
     PPTY63,209$1,912 12/31/2023
Susquehanna International Group LLP26,117$790 12/31/2023
     PPTY26,117$790 12/31/2023
Citadel Advisors LLC15,172$459 12/31/2023
     PPTY15,172$459 12/31/2023
Firestone Capital Management11,826$358 12/31/2023
     PPTY11,826$358 12/31/2023
Walkner Condon Financial Advisors LLC11,240$341 03/31/2024
     PPTY11,240$341 03/31/2024
OneAscent Financial Services LLC10,530$319 03/31/2024
     PPTY10,530$319 03/31/2024
WorthPointe LLC9,821$297 12/31/2023
     PPTY9,821$297 12/31/2023
Focus Financial Network Inc. ADV9,583$290 12/31/2023
     PPTY9,583$290 12/31/2023
Focus Financial Network Inc.9,647$270 03/31/2024
     PPTY9,647$270 03/31/2024
Financial Counselors Inc.7,689$233 12/31/2023
     PPTY7,689$233 12/31/2023
Appleton Partners Inc. MA7,105$215 03/31/2024
     PPTY7,105$215 03/31/2024
HighTower Advisors LLC7,012$212 12/31/2023
     PPTY7,012$212 12/31/2023
Proequities Inc.2,655$80 12/31/2023
     PPTY2,655$80 12/31/2023
Royal Bank of Canada2,335$71 12/31/2023
     PPTY2,335$71 12/31/2023
Allworth Financial LP2,178$66 03/31/2024
     PPTY2,178$66 03/31/2024
Advisor Group Holdings Inc.1,393$42 12/31/2023
     PPTY1,393$42 12/31/2023
UBS Group AG353$11 12/31/2023
     PPTY353$11 12/31/2023
CWM LLC89$3 03/31/2024
     PPTY89$3 03/31/2024
Northwestern Mutual Wealth Management Co.54$2 12/31/2023
     PPTY54$2 12/31/2023

See Summary: Institutional Holders of PPTY
See Details: Top 10 Hedge Funds Holding PPTY
Also See: PPTY Holdings Changes

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